How do I create a budget?

You can create a budget for any category you choose. Once it's created, any transaction that matches the budget category will be included in the budget:

Follow these steps to create a budget:

  1. Click the Budgets tab.
  2. Click the Create a budget button.
  3. Enter the relevant information (category, how often the budget occurs, if the budget should roll over, and the budget amount)
  4. Click Save.